Guru Ownership Trend
Guru Analysis for Cadence Design Systems, Inc. (CDNS)
Cadence Design Systems, Inc. (CDNS), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $488.21 M.
Top institutional holders include Steven Cohen and Manning & Napier Group.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.09 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 589.6%. Conversely, Jefferies Group reduced exposure by 98.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cadence Design Systems, Inc. (CDNS)
Major holders include Steven Cohen ($193.98 M), Manning & Napier Group ($122.6 M), Frank Sands ($78.77 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 1.7 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.09 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited CDNS. The total reported sell value was $249.46 M.
Yes, 3 managers opened new positions in CDNS, and 4 increased their existing holdings. The total reported buy value was $232.37 M.
